So rather than do one massive post, I am going to do a few smaller posts which will allow people to reply with questions, additional information or anything else.
I will try to get thoughts out of my head, and then flesh them out with follow up posts, so rather than being completely coherent, I'm going to apologies in advance for this thread being a bit all over the place.
Announcements and Presentations
The main criticism I've had about the company is the format and structure of the announcements, which was recently echoed by @LD99 https://hotcopper.com.au/threads/ann-bekisopa-deep-hole-drilling-update.6409484/page-2?post_id=57417057
The way i see it is this. These guys are miners, they aren't salesmen, they aren't marketers, and ultimately the things that are important them (grades and drill cores) are quite boring and technical.
Unless an investor is familiar with iron ore mining, a lot of knowledge is required to understand the importance of the boring bits.
Rather than complain, I have decided to start working on a presentation that I think (hope) will help communicate the boring and technical bits in a juicier way.
I'll make the slide deck available to the company when I finish it and they can choose whether they want to use it or not.
A note about the slides, most of the information is from the company announcements, but some other stuff has come from research, so take everything I put in the slides at face value.
With everything I post you are more than welcome to validate or, more importantly, invalidate it with your own research.
Obviously some slides will need to be completed as the final results of the drilling are announced and the maiden resource is defined.
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Price($) | Vol. | No. |
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